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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,537 | $106,280-90.1% | $96,538-89.1% | $139,487-92.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | -219.29% | 38.48%-257.8pp | 35.74%-255.0pp | 373.84%-593.1pp |
| Employer contribution / active EE | $23,204 | $4,107+465.0% | $3,740+520.4% | $4,755+388.0% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,528 | $7,888-17.2% | $6,737-3.1% | $11,407-42.8% |